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Essex Property Trust

606 hedge funds and large institutions have $17.8B invested in Essex Property Trust in 2024 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 217 increasing their positions, 211 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $9.45M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $16.8B → $17.8B (+$1.07B)

5% more funds holding

Funds holding: 579606 (+27)

3% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 211

1.5% less ownership

Funds ownership: 95.96%94.46% (-1.5%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
606
Holders Change
+27
Holders Change %
+4.66%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
78
Increased
217
Reduced
211
Closed
47
Calls
$32.1M
Puts
$9.45M
Net Calls
+$22.6M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
226
Mission Creek Capital Partners
California
$2.39M +$50.8K +175 +2%
M&T Bank
227
M&T Bank
New York
$2.37M +$6.09K +21 +0.3%
MOACM
228
Mutual of America Capital Management
New York
$2.34M -$55.7K -192 -2%
BNP Paribas Asset Management
229
BNP Paribas Asset Management
France
$2.33M +$40.6K +140 +2%
LA
230
LM Advisors
California
$2.32M -$94.3K -325 -4%
DWM
231
Diversify Wealth Management
Utah
$2.28M +$251K +866 +13%
CSIC
232
Clifford Swan Investment Counsel
California
$2.28M -$86.7K -299 -4%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$2.21M +$431K +1,485 +24%
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$2.18M +$88.8K +306 +4%
MG
235
Marex Group
$2.17M -$2.32M -7,996 -52%
Kayne Anderson Rudnick Investment Management
236
Kayne Anderson Rudnick Investment Management
California
$2.1M -$69K -238 -3%
Mirae Asset Global ETFs Holdings
237
Mirae Asset Global ETFs Holdings
Hong Kong
$2.07M +$152K +524 +8%
Neuberger Berman Group
238
Neuberger Berman Group
New York
$2.04M -$97.5K -336 -5%
GF
239
Gries Financial
Ohio
$2.02M -$493K -1,701 -20%
SOAMC
240
Spirit of America Management Corp
New York
$1.93M +$174K +600 +10%
CAM
241
Cozad Asset Management
Illinois
$1.93M -$372K -1,284 -16%
OAM
242
Oppenheimer Asset Management
New York
$1.92M -$28.7K -99 -1%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$1.89M
Osaic Holdings
244
Osaic Holdings
Arizona
$1.86M -$13.9K -48 -0.8%
Creative Planning
245
Creative Planning
Kansas
$1.82M +$34.8K +120 +2%
Pathstone Holdings
246
Pathstone Holdings
New Jersey
$1.72M +$36.8K +127 +2%
AC
247
Allstate Corporation
Illinois
$1.71M -$675K -2,326 -29%
VIM
248
Vinva Investment Management
Australia
$1.71M +$875K +3,017 +109%
BPA
249
Beacon Pointe Advisors
California
$1.68M -$49.6K -171 -3%
Mackenzie Financial
250
Mackenzie Financial
Ontario, Canada
$1.65M -$69.3K -239 -4%